Investments & Retirement Planning

Additional services are available to help you plan for and meet your personal retirement goals through MEMBERS Financial Services.

Take control of a more financially secure future—we’re here to help.

Please read the MEMBERS Financial Services disclosure below. Check the background of this firm or your financial advisor on FINRA’s BrokerCheck.

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America